Employee’s Withholding Allowance Certificate

New York Tax Form 2104: Employee’s Withholding Allowance Certificate

Use the New York Tax Form Calculator New York Tax Form 2104: Employee’s Withholding Allowance Certificate as a stand alone tax form calculator to quickly calculate specific amounts for your 2019 New York state tax return. New York Tax Form 2104: Employee’s Withholding Allowance Certificate is also integrated into our comprehensive New York State Tax Calculator where you can complete and save your calculations for later use. Alternatively you can use one of our Combined Federal and New York State Tax Estimator to quickly calculate your salary, tax and take home pay in New York.

Employee’s Withholding Allowance Certificate

Are you a resident of New York City? YesNo

Are you a resident of Yonkers? YesNo

Complete the worksheet on page 3 before making any entries.

1

Total number of allowances you are claiming for New York State and Yonkers, if applicable (from line 18)

1

2

Total number of allowances for New York City (from line 29)

2

Use lines 3, 4, and 5 below to have additional withholding per pay period under special agreement with your employer.

3

New York State amount

3

4

New York City amount

4

5

Yonkers amount

5

Penalty – A penalty of $500 may be imposed for any false statement you make that decreases the amount of money you have withheld from your wages. You may also be subject to criminal penalties.

Employee: detach this page and give it to your employer; keep a copy for your records.

Employer: Keep this certificate with your records.Mark an X in box A and/or box B to indicate why you are sending a copy of this form to New York State (see instructions):

A.

Employee claimed more than 14 exemption allowances for NYS

B.

Employee is a new hire or a rehireFirst date employee performed services for pay (mm-dd-yyyy) (see instr.):

Are dependent health insurance benefits available for this employee? YesNof Yes, enter the date the employee qualifies (mm-dd-yyyy):

Worksheet

See the instructions before completing this worksheet

Part 1 – Complete this part to compute your withholding allowances for New York State and Yonkers (line 1).

6

Enter the number of dependents that you will claim on your state return (do not include yourself or, if married, your spouse)

6

For lines 7, 8, and 9, enter 1 for each credit you expect to claim on your state return.

7

College tuition credit

7

8

New York State household credit

8

9

Real property tax credit

9

For lines 10, 11, and 12, enter 3 for each credit you expect to claim on your state return.

10

Child and dependent care credit

10

11

Earned income credit

11

12

Empire State child credit

12

13

New York City school tax credit: If you expect to be a resident of New York City for any part of the tax year, enter 2

13

14

Other credits (see instructions)

14

15

Head of household status and only one job (enter 2 if the situation applies)

15

16

Enter an estimate of your federal adjustments to income, such as alimony you will pay for the tax year and deductible IRA contributions you will make for the tax year. Total estimate $Divide this estimate by $1000. Drop any fraction and enter the number

16

17

If you expect to itemize deductions on your state tax return, complete Part 2 below and enter the number from line 26. All others enter 0

17

18

Add lines 6 through 17. Enter the result here and on line 1. If you have more than one job, or if you and your spouse both work, see instructions for Taxpayers with more than one job or Married couples with both spouses working

18

Part 2 – Complete this part only if you expect to itemize deductions on your state return.

19

Enter your estimated federal itemized deductions for the tax year

19

20

Enter your estimated state, local, and foreign income taxes or state and local general sales taxes included on line 19

20

21

Subtract line 20 from line 19

21

22

Enter your estimated college tuition itemized deduction

22

23

Add lines 21 and 22

23

24

Based on your federal filing status, enter the applicable amount from the table below

24

Standard deduction table

Single (cannot be claimed as a dependent) $8000

Qualifying widow(er) $16050

Single (can be claimed as a dependent) $3100

Married filing jointly $16050

Head of household $11200

Married filing separate returns $8000

25

Subtract line 24 from line 23 (if line 24 is larger than line 23, enter 0 here and on line 17 above)

25

26

Divide line 25 by $1000. Drop any fraction and enter the result here and on line 17 above

26

Part 3 – Complete this part to compute your withholding allowances for New York City (line 2)

27

Enter the amount from line 6 above

27

28

Add lines 15 through 17 above and enter total here

28

29

Add lines 27 and 28. Enter the result here and on line 2

29

Tip: use the New York Tax Calculator to edit your refundable and non-refundable tax credits including New York Tax Form 2104: Employee’s Withholding Allowance Certificate. Complete, Calculate, print and or save your tax calculation for later use.